Thread by @Biotech2k1

Looking at $NVTA:

This company is all about what we do with that genetic data after we got it.

1/ The sequencing companies make the machines to actually sequence the DNA or RNA. $NVTA is about taking that genetic data and translating it into something that can be used my medical professionals to treat patients.

2/ This is about using automation, software and a database to use the genetic data acquired by the sequencing. I call this the Genomics Application company.

3/ This company is about using genetic data across all stages of life and all stages of treatment to personalize therapies specifically to each patient. They working to drive down costs of genetic testing so everyone can be tested.

4/ Their second goal is to build the database of genetic information that can be used globally to help guide treatments, research and new therapies. Its about the totality of the genetics across the population and how it can be used.

5/ Building out all the necessary resources to bring together all the tech, software and database has driven their costs over the past few years.

6/ They have done many acquisitions of smaller companies to help build their platform. This is a lot of short term spending to drive the long term opportunity.

7/ This is a space of the science where a first mover can dominate the industry like a Google or Microsoft.